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Diligence Institute

Highlights From New Constructs Investment Research

“Index” Label Myths

“Index” Label Myths

The word “index” in an ETF label does not always mean that investors are getting the specific exposure they seek. Diligence on ETF holdings is necessary despite what the providers might have you believe. Below I dispel the following myths concerning index ETFs.

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Sector Rankings For ETFs & Mutual Funds

SRT7

At the outset of the second quarter of 2013, only a single sector earns an Attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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Sector Rankings For ETFs & Mutual Funds

SectorRanking#1

At the outset of the fourth quarter of 2012, only a single sector earns an attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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New Constructs’ Offerings: Website Overview

New Constructs’ Offerings: Website Overview

Here is a quick guide to the basics of the New Constructs website.

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Sector Allocation Roadmap – 1Q12

Sector Allocation Roadmap – 1Q12

We recommend investors buy funds from the Consumer Staples and Information Technology sectors, though any sector can have Attractive-or- better-rated funds based on their holdings.

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Portfolio Management Rating: Methodology for Predictive Fund Ratings

PortfolioManagementRatingTable

The Portfolio Management Rating of a fund is based on the aggregated ratings of the securities it holds as well as its overall Asset Allocation. When analyzing equity funds, we use New Con­structs’ stock rat­ings, which are reg­u­larly fea­tured as among the best by Barron’s over the past three years.

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